13F-HR filed by Hel Ved Capital Management Ltd
Hel Ved Capital Management Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 52 holding rows worth $372,104,036.
- Accession
- 0001840129-26-000005
- Filer
- CIK 1840129
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 52 entries on the cover page, a total value of $372,104,036 stated on the cover page (in dollars after the unit check, H1), rows summing to $372,104,036 with VALUE read as dollars as filed, 13F file number 028-21903. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANECK ETF TRUST | 92189F676 | COM | 101,500 | $36,553,195 | dollars as filed | put |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 91,388 | $33,684,703 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 106,000 | $30,253,460 | dollars as filed | call |
| COHERENT CORP COM | 19247G107 | Stock | 100,110 | $18,477,303 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 70,085 | $16,390,779 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 35,500 | $15,965,060 | dollars as filed | call |
| Tesla Motors, Inc | 88160R101 | COM | 31,472 | $14,153,588 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 95,775 | $11,889,509 | dollars as filed | |
| SOLS | 83443Q103 | COM | 244,360 | $11,871,009 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 778,879 | $11,293,746 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 255,750 | $11,007,480 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 39,855 | $9,460,780 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 27,517 | $8,621,626 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 19,966 | $8,426,850 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 32,245 | $8,286,643 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 89,760 | $7,562,280 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 807,050 | $6,859,925 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 49,530 | $6,471,590 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 71,195 | $6,201,796 | dollars as filed | |
| POWER SOLUTIONS INTERNATIONA | 73933G202 | COMMON STOCK | 108,126 | $6,178,320 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 31,825 | $5,537,868 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 24,225 | $5,265,788 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 19,087 | $4,986,097 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 8,495 | $4,866,531 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 109,522 | $4,837,587 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 27,274 | $4,668,763 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 38,637 | $4,381,049 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 14,714 | $4,199,523 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 444,000 | $3,756,240 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 16,135 | $3,525,498 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 20,285 | $3,265,276 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 15,700 | $3,038,892 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 6,460 | $3,034,391 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 18,730 | $3,011,035 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 4,825 | $2,951,887 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 12,825 | $2,813,292 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 214,020 | $2,711,633 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 198,031 | $2,610,049 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 9,700 | $2,483,491 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 34,500 | $2,380,500 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 26,360 | $2,255,362 | dollars as filed | |
| FERMI INC | 314911108 | COM | 272,800 | $2,182,400 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 23,562 | $1,777,517 | dollars as filed | |
| FLUENCE ENERGY INC | 34379V103 | COM CL A | 87,700 | $1,734,706 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 62,850 | $1,657,983 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 15,850 | $1,377,207 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 6,318 | $1,283,754 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 20,400 | $1,274,184 | dollars as filed | |
| SOLANA CO | 42328V876 | COM CL A NEW | 435,983 | $1,259,991 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 8,850 | $1,203,512 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 8,105 | $1,195,974 | dollars as filed | |
| SHARPLINK INC | 820014405 | COM NEW | 108,100 | $966,414 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001840129-26-000005 | this filing | 2026-02-13 | acceptance time not in the bulk data set |